See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,516 | $148,534-86.2% | $135,903-84.9% | $139,434-85.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 78.26% | 79.19%-0.9pp | 68.23%+10.0pp | 372.94%-294.7pp |
| Employer contribution / active EE | $2,983 | $5,243-43.1% | $4,856-38.6% | $4,751-37.2% |
| Participant deferral / active EE | $7,020 | $8,100-13.3% | $7,758-9.5% | $6,710+4.6% |
| Admin fee / account holder | $248 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |